Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,000
Closed -$1.48M 317
2024
Q3
$1.48M Sell
3,000
-400
-12% -$198K 0.04% 189
2024
Q2
$1.99M Buy
3,400
+200
+6% +$117K 0.06% 145
2024
Q1
$1.72M Sell
3,200
-200
-6% -$107K 0.06% 148
2023
Q4
$1.57M Buy
+3,400
New +$1.57M 0.06% 143
2023
Q2
Sell
-811
Closed -$289K 438
2023
Q1
$289K Sell
811
-83
-9% -$29.6K 0.02% 285
2022
Q4
$335K Sell
894
-7,745
-90% -$2.91M 0.02% 270
2022
Q3
$2.94M Buy
8,639
+7,606
+736% +$2.58M 0.19% 49
2022
Q2
$337K Sell
1,033
-74
-7% -$24.1K 0.02% 287
2022
Q1
$339K Buy
1,107
+289
+35% +$88.5K 0.01% 281
2021
Q4
$203K Buy
+818
New +$203K 0.01% 296